Database Supplier Questionnaire

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Database Supplier Questionnaire

Database supplier – 360Giving Standard compatibility questionnaire

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Thank you for your interest in assessing and enhancing the compability of your grant management system with publishing to the 360Giving Data Standard. This questionnaire is best completed by someone within your organisation with a good understanding of the system data model and capability. You can see all the questions in advance here.

First name(Required)

Last name(Required)

Email(Required)

Your role

Company Name(Required)

Name of the product you are answering this questionnaire about.(Required)

Does your system manage grants to…(Required)

Organisations

Individuals

Organisations and individuals

Please note that this questionnaire concentrates on assessing the compatibility of systems that make grants to organisations. If your system is primarily designed to manage grants to individuals, please get in touch via support@threesixtygiving.org before continuing with this questionnaire.

What best describes your system?(Required)

Relational Database Management System

NoSQL Database Management System

Other

Recording data in your system

Do your system deployments include fields to record the following information?(Required)

	Yes, as a required field	Yes, but not as a required field	No	Not sure
Name of grant recipient organisation
Title of the grant or project
Unique ID of the grant
Description of the grant
Grant amount
Currency of grant amount
Date the grant decision was made
Name of the organisation making the grant
Charity number of the recipient organisation
Company number of the recipient organisation
Postal address of the recipient organisation
Geodata of the recipient organisation
Place name (e.g. postal address) of the where the grant activity will take place
Geodata of where the grant activity takes place
Planned start date of the grant activity
Planned end date of the grant activity
Planned grant duration
A web link to more details of the grant programme.
Title of the grant programme
Date/time the grant record was last modified

If you answered 'not sure' to any of the above, please explain why below

Please describe any validation, for example a character limit, on the field recording the grant title.

How is the field recording a unique ID for the grant populated?

Automatically populated

Manually input by user

Other

Please describe any validation, for example a character limit, on the field recording the grant description.

Please describe the format of the grant amount field (e.g. number of characters and if it includes currency symbols?) and any validation on the field.

Please describe the format of the field used to record grant currency (e.g. is this a picklist field?)

Please describe the format of the field recording the date the grant was awarded and any validation on the field.

Please describe the format and any active validation on fields (e.g. character limits) to record the charity number, company number, or any other external reference number

Please describe the fields used to record the location of the recipient organisation.

Please include details on the field(s) format, e.g. whether it is a pickist or freetext field, any validation on the data and, if applicable, details of lookups to any established gazatter. For example, the ONS code for a local authority ward, or parliamentary constituency.

Please describe the fields used to record the location the grant activity will take place.

Please describe the format of the fields to record the grant activity start and end date and grant duration, including any validation. For instance, is duration a formula field? Is there validation so that end date must be after start date).

Please describe the format and validations on fields used to record programme web links (e.g. must be a fully formatted URI including http:// or https:// prefix).

Please describe the format and validations on fields used to record the grant programme. For instance, are they free text or picklist fields?

How is the field recording the grant record last modified date populated?

Automatically populated

Manually input by user

Other

Unique Identifiers

The 360Giving Data Standard 'Identifier' field is a unique ID for each grant. There are two parts of every Identifier: (1) a prefix issued by 360Giving to the funder which starts 360G; and (2) a unique ID generated by the system or funder. Does your system have:(Required)

	Yes	No, but it could be created	No, and it can’t be created
A field to record this identifier
A field that generates this identifier using a formula
Other

Please describe and, if applicable, please provide the formula below.

The 360Giving Data Standard 'Recipient Org:Identifier' field is a globally unique identifier for the grant recipient organisation. There are two parts to every Recipient Org:Identifier: (1) A list code: a prefix that describes the list the identifier is taken from; and (2) An identifier taken from that list. Does your system have:(Required)

	Yes	No, but it could be created	No, and it can’t be created
A field to record this identifier
A field that generates this identifier using a formula
Other

Please describe and, if applicable, please provide the formula below.

The 360Giving Data Standard 'Funding Org:Identifier' field is a globally unique identifier for the funding organisation. There are two parts to every Funding Org:Identifier: (1) A list code: a prefix that describes the list the identifier is taken from; and (2) An identifier taken from that list. Does your system have:(Required)

	Yes	No, but it could be created	No, and it can’t be created
A field to record this identifier
A field that generates this identifier using a formula
Other

Please describe and, if applicable, please provide the formula below.

Adapting the data model

Please describe the process whereby new data fields are added to instances of your system. Please include details if the process varies for different field types (i.e. date, text, formula).(Required)

Please describe the process whereby change sets are deployed to active instances of your system.(Required)

Extracting data

Does your system have the ability to set up a direct feed of 360Giving Data Standard formatted data for the purposes of publishing the data(Required)

Yes

If yes, please explain the approach used.

Please include (a) how new data gets into the file of a direct feed. (b) what approval/controls are in place to avoid grants being published that shouldn’t (c) How do changes to data already published get pushed through to the direct feed.

Does your system have the following:(Required)

	Yes	No
A pre-set 360Giving Data Standard compatible report
Ability for users to create report templates
Ability for users to customise how field names appear in report templates
Ability for users to create report templates that transform the format of field values

If you would like to tell us more, please do so in the box below

If manual manipulation is required to convert data extracted from the system to be compatible with the 360Giving Data Standard, please describe any guidance you provide publishers with to support this.

If there is anything else you would like to tell us about your system and its capability for compatibility with publishing data using the 360Giving Data Standard, you can do so in the text box below.

Consent(Required)

I understand and agree that information shared in this form will be processed and stored in accordance with 360Giving’s privacy policy